I am looking for a way to customise the Project Update template with some very client specific requirements.
Hi @anon96390478, happy to help
Could you please provide some more details on what you’re hoping to achieve here?
Looking forward to hearing back from you
Hi Rebecca,
I am looking for my PMs to report on the following headings each week to produce a portfolio report that’s consistent across all projects.#
Summary
Progress in Last 7 Days
Deliverables in Next 7 Days
4 Week Look Ahead
What’s Blocked
Short Term Risks (Within 4 weeks)
Medium Term Risks (Over 4 Weeks )
If you edit the first status by creating custom headings, then the next status will start off the same base with those headings. Would that do the trick?
Hi Bastien,
Thanks for that, I have tried it and that is working
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